THWM
Taylor Hoffman Wealth Management’s Voya Financial VOYA Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q2 | – | Sell |
-3,457
| Closed | -$220K | – | 136 |
|
2021
Q1 | $220K | Hold |
3,457
| – | – | 0.1% | 118 |
|
2020
Q4 | $203K | Buy |
+3,457
| New | +$203K | 0.1% | 118 |
|
2020
Q3 | – | Sell |
-6,045
| Closed | -$282K | – | 356 |
|
2020
Q2 | $282K | Sell |
6,045
-148
| -2% | -$6.9K | 0.18% | 102 |
|
2020
Q1 | $251K | Sell |
6,193
-524
| -8% | -$21.2K | 0.24% | 95 |
|
2019
Q4 | $410K | Hold |
6,717
| – | – | 0.26% | 85 |
|
2019
Q3 | $366K | Sell |
6,717
-89
| -1% | -$4.85K | 0.26% | 86 |
|
2019
Q2 | $376K | Buy |
6,806
+67
| +1% | +$3.7K | 0.3% | 78 |
|
2019
Q1 | $337K | Sell |
6,739
-790
| -10% | -$39.5K | 0.25% | 93 |
|
2018
Q4 | $302K | Hold |
7,529
| – | – | 0.27% | 81 |
|
2018
Q3 | $374K | Hold |
7,529
| – | – | 0.3% | 77 |
|
2018
Q2 | $354K | Sell |
7,529
-2,320
| -24% | -$109K | 0.31% | 76 |
|
2018
Q1 | $497K | Buy |
9,849
+103
| +1% | +$5.2K | 0.45% | 61 |
|
2017
Q4 | $482K | Buy |
+9,746
| New | +$482K | 0.46% | 61 |
|